Sharper & Granite’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sharper & Granite’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.5M	Sell	61,921 -2,845	-4%	-$494K	3.55%	3
2026 Q1	$10.5M	Sell	64,766 -489	-0.7%	-$82.1K	3.58%	3
2025 Q4	$10.1M	Sell	65,255 -258	-0.4%	-$39.7K	3.57%	3
2025 Q3	$10.1M	Sell	65,513 -6,541	-9%	-$991K	3.62%	3
2025 Q2	$10.7M	Sell	72,054 -589	-0.8%	-$80.3K	4.06%	4
2025 Q1	$9.52M	Buy	72,643 +2,787	+4%	+$377K	3.93%	3
2024 Q4	$9.2M	Buy	69,856 +8,628	+14%	+$1.19M	4.05%	3
2024 Q3	$8.29M	Buy	61,228 +975	+2%	+$124K	3.7%	4
2024 Q2	$7.34M	Buy	60,253 +1,815	+3%	+$224K	3.5%	6
2024 Q1	$7.34M	Sell	58,438 -1,209	-2%	-$142K	3.55%	4
2023 Q4	$6.8M	Buy	59,647 +828	+1%	+$86.9K	3.52%	5
2023 Q3	$5.96M	Buy	58,819 +1,475	+3%	+$158K	3.46%	5
2023 Q2	$6.15M	Buy	57,344 +2,535	+5%	+$255K	3.55%	4
2023 Q1	$5.55M	Buy	54,809 +9,547	+21%	+$960K	3.33%	4
2022 Q4	$4.45M	Buy	+45,262	New	+$4.31M	2.96%	7

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sharper & Granite's XLI Position: Q2 2026 in Review

Sharper & Granite reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.4% in Q2 2026, selling an estimated $494K and leaving 61,921 shares worth $11.5M. The position accounts for 3.55% of the portfolio, ranked #3.

Sharper & Granite first reported a position in XLI in Q4 2022 and has held it in 15 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Sharper & Granite held 61,921 shares of State Street Industrial Select Sector SPDR ETF worth $11.5M as of Q2 2026.
Sharper & Granite sold 2,845 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $494K.
State Street Industrial Select Sector SPDR ETF made up 3.55% of Sharper & Granite's portfolio in Q2 2026, its #3 holding.
Sharper & Granite first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.